Morgan Stanley shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Castle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.0M | 11k | 94.16 |
2023-12-31 | $965k | 10k | 93.25 |
2023-09-30 | $831k | 10k | 81.67 |
2023-06-30 | $542k | 6.3k | 85.40 |
2023-03-31 | $541k | 6.1k | 88.30 |
2022-12-31 | $528k | 6.2k | 85.02 |
2022-09-30 | $468k | 5.9k | 78.96 |
2022-06-30 | $44k | 584 | 75.34 |